JD: Client Servicing Executive / Manager
Location: Mumbai (In-office)Experience: 3–4 yearsCompany: Finlabs India Pvt. Ltd.
Role Overview
Finlabs is looking for a client-facing professional to manage and drive end-to-end client servicing, business development, and account management across its product suite — Finexa MF, Finexa GenNext, and FinAware.
This is a high-responsibility role in a fast-paced environment, requiring an individual who can manage clients, drive conversions, build relationships, and ensure seamless execution across teams. The role offers broad exposure across functions, with each day involving a mix of client interaction, strategy, execution, and coordination.
Key ResponsibilitiesClient Servicing & Account Management
· Act as the primary point of contact for clients across Finlabs products
· Manage the entire client lifecycle — onboarding, implementation, and ongoing relationship management
· Ensure client satisfaction, retention, and growth opportunities
· Coordinate with internal teams (Product, Tech, Marketing) for timely delivery
Business Development & Lead Conversion
· Drive lead generation and conversion efforts across channels
· Conduct product demos, presentations, and discussions
· Build and manage a robust sales pipeline
· Identify new business opportunities and partnerships
Proposal Development & Pitching
· Prepare structured pitch decks, proposals, and commercial documents
· Customize solutions based on client requirements
· Support negotiation and deal closure processes
Client Communication & Relationship Building
· Maintain consistent, professional communication with clients
· Build long-term relationships with AMCs, MFDs, wealth firms, and institutions
· Address client queries, feedback, and escalations effectively
Market Research & Strategic Support
· Conduct market and competitor analysis
· Track developments in fintech and wealth management
· Provide inputs for product positioning and go-to-market strategies
Documentation & Process Management
· Maintain accurate client records, proposals, and communication logs
· Ensure process adherence across CRM, reporting, and follow-ups
· Support internal documentation and compliance requirements
Cross-Functional Collaboration
· Work closely with Product, Technology, and Marketing teams
· Ensure alignment between client expectations and delivery
· Drive timely execution across stakeholders
Candidate Profile
· 3–4 years of experience in Client Servicing / Business Development / Account Management
· Strong communication, presentation, and stakeholder management skills
· Experience in proposal creation and client presentations
· Ability to manage multiple priorities and deliver under tight timelines
· High level of ownership, responsiveness, and accountability
· Comfortable working in a fast-paced, evolving environment
Preferred Experience
· Exposure to fintech, wealth management, or financial services
· Experience working with AMCs, MFDs, or financial institutions
· Familiarity with CRM tools, Excel, and presentation platforms
Why Join Finlabs
· Opportunity to work closely with founders and senior leadership
· Exposure to multiple fintech products and diverse client segments
· A role that offers end-to-end ownership across client management and business development
· A dynamic work environment where you will engage in client interactions, strategy, execution, and cross-functional collaboration on a daily basis
· Strong emphasis on performance, learning, and accelerated growth
This role is suited for individuals who are proactive, detail-oriented, and comfortable taking ownership in a high-performance environment.
Pay: ₹40,000.00 - ₹50,000.00 per month
Work Location: In person
